In this article, we'll explore the essential aspects of utilizing the GoTo VoIP integration within Servis.ai. We'll guide you through the setup process, demonstrate how to send faxes, manage your Faxes App, and establish the integration directly from the GoTo platform.

Topics on this article:

1. Navigate to GoTo
2. Account Information
   • Enable Fax
   • Client ID & Secret
   • Enable Auto-Sync
   • Is Authorized & Last Authorized
3. Create a New OAuth Client
4. Permissions
5. Faxes App
   • ID
   • From & To
   • Attachment
   • Status
   • Source App & Source Record
   • Send Date & Create
   • Is Inbound
   • Error Messages
   • Fax ID 
6. Sending Faxes 
   • To
   • Fax Machine
   • Attachments 

Navigate to GoTo

To enable VoIP with GoTo in Servis.ai, follow these steps:

1. Navigate to Settings – Go to Settings > Integrations > VoIP.
2. Enable VoIP Calling – Check the Enable VoIP Calling checkbox.
3. Select a Provider – In the VoIP Provider dropdown, choose GoTo.

Create a New OAuth Client

To create a new OAuth Client to obtain both the ID and Secret do this:

• Log in to the GoTo Developer Center.
• Navigate to OAuth Clients and select Create a client.
• Provide a Client Name, Description, and at least one Redirect URI.
  • Copy the generated link and paste it into the input box below.

• Select the necessary scopes for your application.

• We recommend selecting the GoToConnect scope.

Don't forget to save the client to obtain your Client ID and Client Secret.

Account Information

Before we explore the required fields, ensure you have: 

• A GoTo account: Sign up at the GoTo Developer Center.
• Access to the GoTo Admin Center: Sign in at GoTo Admin.

Enable Fax

Client ID & Secret

This are the only mandatory fields to enable the integrations and they can be obtained from the GoTo Developer Center.

Access the Developer Center and go to OAuth Clients > Advanced to find your Client ID and Secret to copy and paste it into Servis.ai Integration page. 

Note: To view your Client ID and Client Secret, ensure you've created an OAuth client in the GoTo Developer Center. If you haven't done so, follow the steps outlined here.

Enable Auto-Sync

Is Authorized & Last Authorized

The "Is Authorized" and "Last Authorized" fields are read-only. They display the date and time when the GoTo Client was authorized on the Developer Center.

Permissions

After entering your Client ID and Client Secret click Save, then authorize GoTo to integrate with Servis.ai by clicking the 'Authorize GoTo' button.

After clicking 'Authorize GoTo', a new window will prompt you to sign in with your GoTo Admin credentials.

Note: Ensure the account used has permissions to read, edit, and send faxes; otherwise, the Faxes App won't display sent and received faxes.

Faxes App

To access this app go to Activities > Faxes > All Faxes.

In this article, we'll examine the key columns of the Faxes App to understand its main features:

ID

This column lists the Record IDs for all faxes in your GoTo integration. Clicking an ID opens the Details Page for that specific record.

From & To

This two columns shows the fax number from which the fax was send or the one receiving it.

Note: In the Faxes App, the "To" number links to a specific record if the fax is sent from Servis.ai, while the "From" number is generated by your GoTo account.

Attachment

To send a fax, ensure your content is attached as a file; the fax system doesn't support sending non-attachment content. 

The files you can send are: 

When sending files, the system converts them into a single PDF document. For instance, if you send five images, the recipient will receive one PDF containing all five images.

Status

The Faxes App categorizes fax statuses as follows:

1. None: No status assigned.
2. Delivered: Fax successfully delivered.
3. Delivery Failed: Fax could not be delivered.
4. Queued: Fax is waiting to be sent.
5. Received: Fax successfully received.
6. Scheduled: Fax is scheduled to be sent at a later time.
7. Sending Failed: An error occurred during fax transmission.
8. Sent: Fax has been sent.

Source App & Source Record

This column displays the source application from which a fax was created, based on your selection in the Enable Auto-Sync dropdown. For instance, if you choose 'Contacts' in the dropdown, the source app will be 'Contacts,' and the 'Source Record' will show the specific record's name from the Contacts app.

Send Date & Create

Send Date column displays the date and time a fax was sent. The 'Created' field indicates when the fax was initially generated.

Is Inbound

This column indicates whether a fax is inbound or not:

After authorizing GoTo, all sent faxes will automatically sync and display in the Faxes App.

Error Messages

This column displays user-friendly error messages, enabling you to easily identify and manage any issues that arise during fax transmission. These codes are generated from GoTo.

Fax ID

Each ID corresponds to a specific recipient, managed through your GoTo Admin Center.

Note: Ensure the user authorizing GoTo has the necessary permissions and full access to manage faxes for the intended recipients (Fax Machines).

Sending Faxes

To send a fax, navigate to the App you selected in the Enable Auto-Sync dropdown. Within the chosen app, locate any record containing a phone number.

Click the newly created 'Send Fax' button next to the number associated with that record to initiate the fax transmission.

When you click the Send Fax button the modal will open:

To

It will be the same number from where you clicked the Send Fax button.

Fax Machine

This will be the recipients and each Fax ID belong to one Fax Machine.

You can manage fax machines by adding or deleting them through the GoTo Admin Center. This allows you to customize your virtual fax settings to suit your organization's needs.

Note: After adding a new Fax ID (Fax Machine), click the Authorize GoTo button each time to ensure proper integration.

Attachments